Accountant's Flight Plan
By Brannon Poe; Poe Group Advisors
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Category: Entrepreneurship
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Subscribers: 7
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Episodes: 118
Description
Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable insights that will empower and inspire you to love your firm again.
| Episode | Date |
|---|---|
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From Survival Mode to Sustainable Success in Your CPA Firm with Lisa Smith
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Dec 09, 2025 |
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Building an Offshore Staffing Strategy for your CPA Firm with Nick Sinclair
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Nov 24, 2025 |
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Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
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Nov 12, 2025 |
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The AI-First CPA Firm: Redefining Accounting with Jody Padar, The Radical CPA
|
Oct 30, 2025 |
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Modern Accounting In the Age of AI: Scaling Your Firm, Adopting AI, and Maximizing Your Capacity with Mike Schwarz
|
Oct 15, 2025 |
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Grow Your Business Meaningfully with Rob Dube
|
Oct 02, 2025 |
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Private Equity Market Update in the Accounting Space: With Guest Morry Brown
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Sep 08, 2025 |
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Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
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Aug 18, 2025 |
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From the Archives - The Making of Accounting Practice Academy
|
Aug 04, 2025 |
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Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown
|
Jul 03, 2025 |
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Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay
|
Jun 12, 2025 |
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Telling a Better Story: Using Personal Branding to Shape Better Accounting Firms with Rob Brown
|
May 19, 2025 |
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Navigating the Future of Accounting Through AI and Adaptation with Dan Hood of Accounting Today
|
Apr 29, 2025 |
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Reduce Staff Turnover Through Cutting-Edge Technology with Dominic Piscopo
|
Apr 10, 2025 |
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The Future of Accounting Firms: Embracing AI, Advisory and Finding a Balanced Life with Seth Fineberg
|
Mar 11, 2025 |
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The Benefits and Challenges of Working with Family: A Special Birthday Episode w/ Brannon Poe & Bailey Ball
|
Feb 17, 2025 |
|
Hiring Smarter, Not Harder: How Testing Transforms CPA Firm Recruitment with Giles Pearson
|
Jan 30, 2025 |
|
Using Your Passion to Find Your Niche within the Accounting Industry
|
Jan 09, 2025 |
|
Celebrating 100 Episodes: An Inside Look at Building a Business and Growing a Podcast with Brannon Poe
|
Dec 13, 2024 |
|
Scaling your CPA Practice and Providing Small Business Clients with Value
|
Nov 18, 2024 |
|
What the Influx of Private Equity in the Accounting Industry Means for Your CPA Firm
|
Oct 23, 2024 |
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What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith
|
Oct 01, 2024 |
|
Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter
|
Sep 17, 2024 |
|
Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe
|
Sep 03, 2024 |
|
Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr
|
Aug 20, 2024 |
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Building A Customer Focused and Profitable Accounting Firm Through Value Billing with Jason Ackerman
|
Aug 06, 2024 |
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Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball
|
Jul 17, 2024 |
|
How To Capitalize on Marketing to Grow Your Accounting Firm with Matt Banker - Podcast
|
Jul 02, 2024 |
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Maximizing Your Accounting Firm's Value with Brannon Poe From Blake Oliver’s From The Accounting Podcast
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Jun 19, 2024 |
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Leveraging AI and Reframing Scope Creep in Your CPA Firm with Matt Kanas of Ignition
|
May 30, 2024 |
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Entrepreneurship In the Virtual Accounting Space with CPA Firm Owner and Xero Ambassador Liz Mason
|
May 07, 2024 |
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Darryl Boyd on Preparing for an Accounting Firm Sale, Transition, & Client Expectations
|
Apr 02, 2024 |
|
Insights from Catherine Tindall on Specializing Your Accounting Practice and the Future of The Accounting Industry - Podcast
|
Feb 28, 2024 |
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Prepare your accounting firm for sale with advice from previous seller, Clay Blakley - Podcast
|
Feb 07, 2024 |
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Navigating Growth, Niching Down, and Other Helpful Lessons for the Accounting Firm Owner
|
Jan 26, 2024 |
|
Unlocking the Magic of Advisory Opportunities for Accountants - Podcast with Geni Whitehouse
|
Dec 27, 2023 |
|
Adopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom Zehetner
|
Nov 15, 2023 |
|
Mastering CPA firm acquisitions from a 2 time buyer - Podcast with Andrea MacDonald
|
Nov 02, 2023 |
|
How the Accounting Industry is Evolving and How You Can Join the Change - Podcast with Jason Blumer
|
Oct 17, 2023 |
|
Working Less Than 40 Hours a Week as a CPA Firm Owner is Possible - Podcast with Geraldine Carter
|
Oct 04, 2023 |
|
Selling your CPA firm to a non-CPA Buyer - Podcast with Patrick Dichter, 3-time firm owner who has tripled a firm’s revenue with a non-CPA background
|
Sep 13, 2023 |
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How to Get Referrals for Clients and Staff in Your Accounting Firm - Podcast with Bill Cates
|
Sep 05, 2023 |
|
Prepare Your CPA Firm For Sale- Audiobook Reading
|
Aug 28, 2023 |
|
Hiring a CPA- Podcast with Accountests’ Giles Pearson
|
Aug 23, 2023 |
|
Leadership and Practice Management - Podcast with Randy Crabtree
|
Aug 09, 2023 |
|
Purchasing an Accounting Firm - Experience Share with Ravi Patel
|
Jul 18, 2023 |
|
Accounting Practice Management Insights- Podcast with Roger Knecht
|
Jun 15, 2023 |
|
How to Intentionally Market Your CPA Firm with Jordan Vickery
|
May 04, 2023 |
|
CPA Firm Productivity and Staff Retention - Podcast with Marcey Rader
|
Mar 29, 2023 |
|
Hiring Remote Accounting Staff with Rob Buffington Podcast
|
Mar 14, 2023 |
|
Acquisitions, Marketing and Running a Good Business.
|
Jan 12, 2023 |
|
How to Hire Staff for an Accounting Firm- Topgrading Podcast
|
Nov 30, 2022 |
|
Start-up to 10 Million Dollar Virtual CPA Firm- Podcast with Jody Grunden
|
Nov 10, 2022 |
|
Solutions For Staffing Your CPA Firm with Susan Bryant
|
Oct 18, 2022 |
|
Increasing income without increasing hours in your accounting firm with Loren Fogelman
|
Oct 05, 2022 |
|
Remote teams can help attract the right people to your accounting firm
|
Sep 27, 2022 |
|
Practical advice for scaling your accounting firm with Kenji Kuramoto
|
Aug 31, 2022 |
|
From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton
|
Aug 03, 2022 |
|
How to make 100% of your revenue hit the bottom line
|
Jul 15, 2022 |
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(Podcast) Making the Move to the Cloud with Cecilia Gordillo & Natasha Mclaren-Doerr
|
Jun 09, 2022 |
|
How to Scale a Cloud Accounting Firm - $0-$750K in 2.5 years -Podcast with Alex Dawes
|
Apr 29, 2022 |
|
Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast)
|
Feb 09, 2022 |
|
How to Modernize Your Accounting Firm to Go Virtual
|
Feb 02, 2022 |
|
How Mario Pizzamiglio, CPA cut his client list, increased his revenue, and reduced his hours.( Podcast)
|
Jan 20, 2022 |
|
How to Attract and Keep Employees With Jill Christensen
|
Jan 12, 2022 |
|
Automating your Accounting firm with Jetpack Workflow’s CEO, David Cristello (Podcast)
|
Oct 21, 2021 |
|
Why You Need to Leave Billable Hours Behind with Geraldine Carter | Accountant’s Flight Plan Podcast
|
Oct 14, 2021 |
|
Accountants are Going into the Future Kicking and Screaming with Liz Farr
|
Sep 30, 2021 |
|
The Financial Insights Owners Need but Aren’t Getting | Spencer Sheinin | Ep. 43
|
Sep 02, 2021 |
|
The making of APA
|
Aug 19, 2021 |
|
David Spray and Brannon
|
Aug 04, 2021 |
|
Gina Pellegrini and Brannon
|
Jul 01, 2021 |
|
Brannon Poe and Ryan Lazanis
|
Jun 17, 2021 |
|
Brad Stevens and Brannon Poe
|
Jun 09, 2021 |
|
Mitch Baldridge and Brannon
|
May 26, 2021 |
|
What you need to know about Crypto Currency Taxation
|
Mar 23, 2021 |
|
Data Reports that Accounting Firm Clients Want - Podcast with Justin Hatch
|
Feb 26, 2021 |
|
Podcast with Rich Stang- Accounting Firm Hiring For Culture
|
Jan 20, 2021 |
|
Selling a CPA Practice with Jim Alkire (podcast)
|
Dec 14, 2020 |
|
Your Accounting Firm has a brand with Matt Wilkinson & Maggie Antone (podcast)
|
Nov 18, 2020 |
|
Gusto Accounting Strategy & Tech with Matt Woodson & Will Lopez (podcast)
|
Oct 30, 2020 |
|
Niching your CPA firm with Brandon Hall (podcast)
|
Oct 14, 2020 |
|
Recruiting and Hiring for Accountants with Mark Goldman (podcast)
|
Sep 04, 2020 |
|
Increasing Capacity with Wayne Findlay - podcast
|
Aug 25, 2020 |
|
Cash Flow Story with Alan Miltz - podcast
|
Jul 03, 2020 |
|
Modernizing accounting firms with Daniel Moshe - podcast
|
Jun 18, 2020 |
|
Gnarly stories about remote working at a cloud-based Accounting Firm with Carrie and Sean Mulrooney - Podcast
|
May 04, 2020 |
|
Fun While Creatively Navigating 2020 with Peter Margaritis - podcast
|
Mar 30, 2020 |
|
Streamlining Tactics for Tax Season - Podcast with Ed Mendlowitz
|
Jan 23, 2020 |
|
IC-DISC show Ep010 with David Spray - podcast
|
Dec 17, 2019 |
|
Cloud Accounting with Xero's Ben Richmond - podcast
|
Dec 02, 2019 |
|
Generational Differences with Anna Liotta (podcast)
|
Nov 04, 2019 |
|
Transitioning to the Cloud with Tate Henshaw
|
Oct 01, 2019 |
|
Making Processes with Blake Oliver - Podcast
|
Aug 26, 2019 |
|
Buying a CPA Practice and then growing it - with Jason Ding
|
Jul 29, 2019 |
|
Why CPAs should switch to Value Pricing - with Ron Baker
|
Jun 21, 2019 |
|
Work-Life Balance - with Amy Vetter
|
May 24, 2019 |
|
Lending insights for Accounting and Tax Professionals - with Shannon Hay
|
May 01, 2019 |
|
Top Three Issues Facing Accounting Firms today - with Rita Keller
|
Apr 03, 2019 |
|
Building a Cloud-Based Accounting Firm - with Ryan Lazanis
|
Feb 14, 2019 |
|
Accounting & Blockchain - with Peter Jamack
|
Dec 27, 2018 |
|
Referral Selling with Joanne Black
|
Nov 05, 2018 |
|
The Future of Accounting - with Danetha Doe
|
Sep 25, 2018 |
|
A conversation with the founder of Jetpack Workflow, David Cristello
|
Jun 26, 2018 |
|
How Good Legal Contracts Impact Your Business
|
May 22, 2018 |
|
Buying a CPA Practice and Growing it
|
Feb 07, 2018 |
|
Mentorship and Training with Penny Fair
|
Jun 09, 2017 |
|
Getting Ready for Tax Season with Ed Mendlowitz
|
Nov 17, 2015 |
|
Accountants Working Together with Allen Sloan
|
Oct 21, 2015 |
|
Marketing for Accountants with Matt Wilkinson of Bizink
|
Sep 17, 2015 |
|
Accounting Mastermind Group
|
Jul 09, 2014 |
|
A Social Media Conversation with Bill Sheridan
|
Sep 10, 2013 |
|
A Conversation with Jeff Magee on Professional skills
|
Jul 30, 2013 |
|
An Afternoon with Ric Payne - On Strategy
|
Apr 23, 2013 |
|
An Afternoon with Ric Payne - Why Principa?
|
Apr 19, 2013 |
|
An Afternoon with Ric Payne - Fun, Value Creation, Profit
|
Apr 18, 2013 |
|
An Afternoon with Ric Payne - Increased Specialization
|
Apr 18, 2013 |
|
An Afternoon with Ric Payne - Making a difference
|
Apr 18, 2013 |